240 billion yuan! Salt Lake lithium phaj 30 cov khoom lag luam ntawm tag nrho cov nqi lag luam hauv 15 hnub dhau los ua lag luam tag nrho nce ntau heev.
Txij li cov theem hauv qab ntawm Lub Ob Hlis 8 xyoo no, txij li Lub Ob Hlis 28, tag nrho cov kev lag luam rov qab los ntawm A-kev sib koom ua lag luam yanhu lithium phaj tau tshaj 15 feem pua, tag nrho cov nqi lag luam ntawm cov phaj tau nce los ntawm 2.056 trillion yuan mus rau 2.299 trillion. yuan, nce ntau tshaj 240 billion yuan.
Lwm cov peev txheej lithium kuj tau nrhiav tom qab los ntawm cov nyiaj. Eastern wealth Choice cov ntaub ntawv qhia tau hais tias txij li Lub Ob Hlis, lub peev tseem ceeb thiab cov peev nyiaj siv zog tsom mus rau kev nyiam cov khoom lag luam lithium, tag nrho cov nyiaj tau los ntawm ntau dua 20 billion yuan.
"Kev lag luam hluav taws xob tshiab tau pom kev txhim kho tawg txij li lub hom phiaj 'dual carbon' tau teeb tsa. Txog tam sim no, tsis muaj teeb meem hauv kev lag luam ntawm lub zog cia lossis lub zog tshiab, kev tsim kho thiab tsim cov roj teeb lithium tseem yog cov thev naus laus zis tseem ceeb. Kev txhim kho ntxiv ntawm kev nkag mus ntawm lub zog tshiab tsheb, kev lag luam thov rau lithium carbonate raws li cov khoom siv raw ntawm lithium roj teeb tau nce ntxiv. " Pua pua hnub Xu khoom vaj khoom tsev tus khub, Xi 'an Jiaotong University nyiaj txiag kws kho mob Ding Bingzhong nyob rau hauv kev sib tham nrog kev ruaj ntseg Txhua hnub hais tias lub thib ob kev lag luam ntawm cov Tshuag lag luam rau lithium stocks, yog raws li qhov kev cia siab ntawm lub lag luam xav tau.
Cov lag luam nrog "lithium" muaj "profit"
Txij li thaum xyoo no, cov nqi lithium carbonate txuas ntxiv mus rau qhov siab tshiab, kev ua lag luam tsis xav tsis thoob. Tus nqi ntawm lithium carbonate tau nce ntau dua 65 feem pua hauv ob lub hlis dhau los, raws li cov ntaub ntawv pej xeem.
"Kev loj hlob tawg ntawm kev lag luam tsheb tshiab lub zog yog qhov tseem ceeb tsav tsheb tom qab tus nqi nce ntawm lithium carbonate." Ding bingzhong hais.
Cov ntaub ntawv los ntawm Ministry of Industry thiab Information Technology qhia tias xyoo 2021, kev tsim khoom thiab muag ntim ntawm Tuam Tshoj txoj kev lag luam tshiab lub zog tsheb yuav ncav cuag 3.545 lab thiab 3.521 lab raws li kev loj hlob ntawm 1.6 npaug ntawm lub xyoo. ntiaj teb no rau xya xyoo sib law liag.
"Nyob rau hauv lub ntsej muag ntawm kev xav tau muaj zog los ntawm cov dej ntws qis, tus nqi nce thiab kev nthuav dav ntau lawm tau dhau los ua qhov qub qub ntawm kev tsim cov peev txheej kev lag luam lithium." Beijing tshwj xeeb billion hnub tshiab zog thev naus laus zis Co., Ltd. Thawj Tswj Hwm Qi Haizhen tau hais hauv kev xam phaj nrog cov neeg sau xov xwm.
Raws li keeb kwm yav dhau los ntawm "nce nqi raw khoom", kev nthuav dav mining tau dhau los ua kev xaiv ntawm ntau lub lag luam. Tom qab lub caij nplooj ntoos hlav Festival ntawm 2022, yiwei Lithium zog, Ningde Times thiab lwm lub tuam txhab lithium tau tshaj tawm cov lus tshaj tawm ntawm kev teeb tsa ntawm lithium peev txheej. Lanxiao Technology, lub tuam txhab ua lag luam ntawm Lithium extraction hauv Salt Lake, kuj tsis ntev los no tau kos npe rau daim ntawv cog lus rau cov khoom siv adsorption ntawm lithium extraction project hauv Salt Lake nrog Xizang Everest, Yiwei Lithium Zog, Jinhai Lithium thiab lwm lub tuam txhab.
"Kev sib ntaus sib tua rau cov peev txheej lithium thoob plaws ntiaj teb tau dhau los ua nruj zuj zus, thiab kev khawb av thiab kev kaw haujlwm tau dhau los ua lub ntsiab lus tseem ceeb rau ntau lub lag luam loj los qhia lawv cov peev txheej." Qi Haizhen tau hais.
Tus nqi nce ntawm lithium carbonate thiab kev tso tawm ntawm kev lag luam xav tau kuj txhawb kev txaus siab ntawm cov tub ua lag luam hauv kev lag luam thib ob. Eastern wealth Choice cov ntaub ntawv qhia tau hais tias txij li Lub Ob Hlis, lub peev tseem ceeb thiab cov peev nyiaj siv zog tsom mus rau kev nqus ntawm cov khoom siv lithium lithium, tag nrho cov nyiaj tau los ntawm ntau dua 20 billion yuan. Ntawm cov 20 cov khoom lag luam saum toj kawg nkaus nrog cov nyiaj tau los ntawm cov peev nyiaj loj txij li Lub Ob Hlis, Ganfeng Lithium cov nyiaj tau los ntawm cov peev tseem ceeb yog ntau dua 2.5 billion yuan, qeb duas thawj; Ua raws li Zijin Mining, txij li Lub Ob Hlis, qhov kev yuav khoom ntawm cov nyiaj loj kuj tau tshaj 2 billion yuan.
Lub sij hawm luv luv lithium tus nqi tseem yog qhov yooj yim kom nce siab dua li lub caij nplooj zeeg
Tab sis nyob rau hauv Qi Haizhen txoj kev xav, lithium carbonate qhov tshwm sim ntawm kev nce nqi txuas ntxiv tsis muaj lub sijhawm ntev thiab ruaj khov, cov neeg siv khoom kawg tsis kam them rau cov nqi nce ntxiv, thiab txawm tias qee lub tuam txhab tsheb tshiab lub zog tau tshwm sim, pib nres. tau txais kev txiav txim.
Xin Guobin, tus lwm thawj coj ntawm kev lag luam thiab Xov Xwm Technology, tau hais hauv lub rooj sib tham xov xwm ntawm Lub Xeev Lub Chaw Haujlwm Xov Xwm rau Lub Ob Hlis 28 tias Tuam Tshoj yuav ua kom cov peev txheej lithium kom ua tau raws li cov kev xav tau ntawm cov roj teeb hluav taws xob tsim khoom thiab rhuav tshem cov kev sib tw tsis ncaj ncees xws li hoarding thiab nqe gouging.
"Feem ntau ntawm cov nyiaj tau los ntawm cov khoom siv roj teeb lithium-ion tau raug coj los ntawm ntu ntu, thiab qee cov tuam txhab roj teeb cov nyiaj tau los tau raug nyem heev." Qi Haizhen tau hais tias cov lus tshaj tawm ntawm Ministry of Industry thiab Information Technology qhia txog kev tswj hwm lub tswv yim ntawm kev noj qab haus huv thiab kev loj hlob ntawm kev lag luam tshiab zog. Nws yog ib qho tsim nyog los txhawb lub teb chaws tshiab zog txoj kev loj hlob lub tswv yim rationally, orderly thiab rhythmically, thiab tsis tau blindly npau suav ntawm "coj kom zoo dua ntawm lawv achievements thiab sib ntaus sib tua".
"Nws yuav siv sij hawm ib lub sij hawm rau cov pob zeb hauv av tshiab los tsim." Hauv ob mus rau peb xyoos tom ntej no, kev thov rau lithium yuav tsum muaj zog, thiab cov tuam txhab teev npe nrog cov kev sib tw zoo yuav tsum tau txuas ntxiv nyiam cov tub ua lag luam, Ding tau hais.
Guotai Junan kuj tau taw qhia nyob rau hauv daim ntawv tshaj tawm kev tshawb fawb, cov khoom siv ntawm lithium yuav tsis nce ntau hauv lub xyoo, cov nqi lithium yuav tsum nce siab hauv lub sijhawm luv luv yog qhov nyuaj rau poob.
